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Finance Service Management
| Note: This article applies to Fuji and earlier releases. For more current information, see Finance Service Management at http://docs.servicenow.com
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The Finance Service Management application lets you request changes to the operation and maintenance of your finance-related cases. The finance staff can track finance requests and make adjustments as needed. Any user in the system can view all open finance requests. This gives your users a chance to see the finance issues that have already been reported before they submit a new request.
The Finance Service Management application is available starting with the Fuji release.
Request templates are linked to service catalog items; specifically, to record producers. When you make a request from the catalog, it uses the catalog item's associated template to create the actual finance request.
Finance Service Management is one in a suite of applications known as Service Management (SM) applications. SM applications, such as field service management and facilities service management allow you to manage business functions that require a request-type workflow where requests are approved, qualified, assigned, and completed.
Finance Service Management Process
Finance Service Management defaults to the request-driven process, where tasks can be assigned to a request; however, closing all tasks will not automatically close the request. You can switch to the task-driven process if you require multiple tasks to be performed before the request can be considered complete. The finance service management process is as follows:
- Users submit finance requests through the service catalog.
- Based on settings in the Finance Service Management Configuration, the request transitions through states based on actions performed through the request.
- When the request has been fulfilled by the finance team, the request is closed.
|Role Title [Name]||Description|
| Finance administrator
|Finance administrators can qualify and dispatch requests.|
| Finance agent
|Performs the work necessary to answer finance requests.|
| Finance dispatcher
|Schedules and assigns the tasks to finance staff.|
Menus and Modules
Activating this feature adds the Finance menu to the application navigator with the modules listed below. It also adds modules to the Self-Service application menu.
| Under the Finance application menu:
| Under the Self-Service application menu:
Activating the Finance Application
Finance Service Management is available as a separate subscription.
To purchase a subscription, contact your ServiceNow account manager. After purchasing the subscription, activate the plugin within the production instance.
You can evaluate the feature on a sub-production instance without charge by activating it within the instance.
|Click the plus to expand instructions for activating a plugin.|
If you have the admin role, use the following steps to activate the plugin.
Activating Finance Service Management for the SM CMS Portal
Finance Service Management can be added to the Service Management CMS portal by activating the following plugins.
|Service Management||com.snc.enterprise_service_management.cms||Allows you to add Service Management applications, such as finance service management to the Service Management CMS Portal. Activation of this plugin on production instances may require a separate license. Contact ServiceNow for details|
|Finance Service Management CMS Portal||com.snc.finance.service.automation.cms||Displays the Finance Service Management application on the Service Management portal. Activation of this plugin on production instances may require a separate license. Contact ServiceNow for details.|